Ken Fisher’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.9M | Buy |
4,938,846
+195,787
| +4% | +$3.09M | 0.03% | 178 |
|
|
2025
Q1 | $72M | Buy |
4,743,059
+209,784
| +5% | +$3.18M | 0.03% | 182 |
|
|
2024
Q4 | $79.2M | Sell |
4,533,275
-7,638
| -0.2% | -$134K | 0.03% | 180 |
|
|
2024
Q3 | $79.7M | Buy |
4,540,913
+87,405
| +2% | +$1.53M | 0.03% | 179 |
|
|
2024
Q2 | $66.6M | Buy |
4,453,508
+280,717
| +7% | +$4.2M | 0.03% | 191 |
|
|
2024
Q1 | $69.2M | Buy |
4,172,791
+251,543
| +6% | +$4.17M | 0.03% | 191 |
|
|
2023
Q4 | $70M | Buy |
3,921,248
+391,933
| +11% | +$6.99M | 0.04% | 188 |
|
|
2023
Q3 | $51.2M | Buy |
3,529,315
+306,199
| +10% | +$4.45M | 0.03% | 239 |
|
|
2023
Q2 | $54.2M | Buy |
3,223,116
+137,659
| +4% | +$2.31M | 0.03% | 242 |
|
|
2023
Q1 | $50.6M | Buy |
+3,085,457
| New | +$50.6M | 0.03% | 246 |
|